Institutional Ownership Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW). We have compiled data on the 1,824 institutions that hold shares in the stock, with a total of 417 Million shares, which have been reported (via 13F filing form) to have a value of $42.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
20,610
shares
|
$2.12 Million
0.57% of portfolio
|
Q1 2022
Reduced 99.84%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
20,458
shares
|
$2.1 Million
0.2% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
20,421
shares
|
$2.1 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
20,420
shares
|
$2.1 Million
1.28% of portfolio
|
Q3 2024
Added 15.19%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
20,332
shares
|
$2.09 Million
0.62% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
20,278
shares
|
$2.08 Million
0.57% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
20,200
shares
|
$2.08 Million
0.3% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
20,036
shares
|
$2.06 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
20,028
shares
|
$2.06 Million
0.07% of portfolio
|
Q2 2024
Reduced 5.63%
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
20,023
shares
|
$2.06 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
19,957
shares
|
$2.05 Million
0.67% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
19,934
shares
|
$2.05 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
19,915
shares
|
$2.05 Million
0.62% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
19,894
shares
|
$2.04 Million
1.46% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
19,861
shares
|
$2.04 Million
0.92% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
19,856
shares
|
$2.04 Million
0.6% of portfolio
|
Q1 2024
Reduced 3.55%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
19,820
shares
|
$2.04 Million
0.24% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
19,602
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
19,255
shares
|
$1.98 Million
0.02% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
19,148
shares
|
$1.97 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
19,042
shares
|
$1.96 Million
0.54% of portfolio
|
Q3 2024
Added 17.8%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
19,006
shares
|
$1.95 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
18,964
shares
|
$1.95 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
18,930
shares
|
$1.95 Million
1.76% of portfolio
|
Q4 2022
Reduced 2.91%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 02, 2024 Q3 2024 |
18,921
shares
|
$1.94 Million
0.58% of portfolio
|
Q3 2024
Reduced 11.09%
|